Forvis Wealth Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Forvis Wealth Advisors, LLC

  • $4.21 Billion
  • Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 33,225 shares of SCHZ stock, worth $768,826. This represents 0.02% of its overall portfolio holdings.

Number of Shares
33,225
Previous 19,498 70.4%
Holding current value
$768,826
Previous $926,000 18.57%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$22.63 - $47.53 $310,642 - $652,444
13,727 Added 70.4%
33,225 $754,000
Q3 2024

Nov 14, 2024
SELL
$45.2 - $47.87 $26,939 - $28,530
-596 Reduced 2.97%
19,498 $926,000
Q2 2024

Aug 09, 2024
BUY
$44.66 - $45.99 $3,483 - $3,587
78 Added 0.39%
20,094 $915,000
Q1 2024

Apr 19, 2024
BUY
$45.44 - $46.67 $101,558 - $104,307
2,235 Added 12.57%
20,016 $920,000
Q4 2023

Jan 11, 2024
BUY
$43.09 - $46.83 $492,303 - $535,032
11,425 Added 179.75%
17,781 $828,000
Q3 2023

Oct 25, 2023
BUY
$44.14 - $46.33 $280,553 - $294,473
6,356 New
6,356 $281,000

Others Institutions Holding SCHZ

# of Institutions
683
Shares Held
165M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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